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The objective of this section is to enable new users of ResourceFirst to quickly learn the project management basics of the system so that they can begin to work with its features and functions.
Using the contents in this section, you will be able to add/edit/delete/deactivate projects; enter and modify project data fields; add/edit/delete skill or resource assignments for projects; understand the rolled up project demand sheet; save project baselines; and create/modify a basic schedule for a project.
This article explains the intake process in ResourceFirst, including how to request a project initiation, how to review initiation requests, and how to approve them.
This article shows how to add a new project into the system, how to delete a project, and how to edit project attributes.
This article shows how to delete a project.
This article shows how to copy an existing project to create a new project or to overwrite another existing project.
This article explores the Project (Portfolio) Demand page in the Projects area in ResourceFirst, including viewing project demand, performing what-if analysis to determine if shifting projects forward or backward would ease demand conflicts, and more.
This article refers to the Assignments feature, which appears under the Projects menu and Resources menu. It offers a link to the labor assignments articles in the Resource Planning and Execution section.
This article show how to access the project Events page, which shows all events (including risks and issues) by project for the current portfolio.
This article explains how project baselines work in ResourceFirst, what happens when a baseline is captured, and what rights are required to save baselines, along with step by step instructions for capturing baselines.
This article shows how to create and apply project templates.
This article gives an introduction to the Project Workspace, where project managers can plan and manage their projects.
